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Tariff Uncertainty: Unveiling Hidden Revenue and Supply Chain Risks
Evaluating risk and leveraging supply chain data are essential for understanding the financial impact of ongoing trade tensions.| insight.factset.com
With NVIDIA reporting actual results for Q2 on August 27, all the companies in the “Magnificent 7” have now reported earnings for the second quarter. How did the earnings reported by these seven companies perform relative to analyst expectations and year-ago results?| FactSet Insight
CAISO has long been a case study in managing an electricity grid with a high share of renewable energy. The rapid expansion of solar generation in the region has reshaped daily patterns of supply and demand, drawing attention to the “duck curve.” This concept describes net load—electricity demand minus wind and solar generation—which reflects the burden placed on conventional, flexible energy sources, such as natural gas. Named for its resemblance to a duck’s silhouette, the curve h...| FactSet Insight
Each week, Earnings Insight offers analysis of critical trends in the S&P 500. Here are key highlights of the second quarter 2025 earnings season.| FactSet Insight
Model Context Protocol (MCP) is a JSON-based communication standard that defines how AI models interact with external systems. Over the past few months, MCP has gained rapid traction, emerging as a critical piece of infrastructure for AI applications. Anthropic made MCP open source on November 25, 2024. Read Introducing the Model Context Protocol for an overview of MCP.| FactSet Insight
U.S. M&A deal activity decreased in July, going down 3.6% with 1,038 announcements compared to 1,077 in June. However, aggregate M&A spending increased. In July, 58.5% more was spent on deals compared to June.| FactSet Insight
Today’s modular, API-driven AI agents have the potential to set a new standard for operational excellence, risk management, and client engagement. These systems use a flexible, modular LEGO-style of architecture to enable capabilities such as scalable data connectivity and advanced explainability, for example.| FactSet Insight
Olivia Diedrich contributed to this Insight The 45Q tax credit was created in 2008 as part of the Energy Improvement and Extension Act to incentivize carbon capture and storage in the United States. Since its inception, the tax credit has been revised multiple times to try and make it more accessible to projects in the emerging carbon capture market. Most recently, the tax credit was amended in the One Big Beautiful Bill Act (OBBBA) passed on July 4th, 2025. In this Insight, we will explor...| FactSet Insight
Evaluating risk and leveraging supply chain data are essential for understanding the financial impact of ongoing trade tensions.| insight.factset.com
While we typically look at overall trends and performance of different market segments in this space, this month we explore a different cut of our dataset: average fund commitment sizes by an LP, based on geography. The analysis includes our two most robust geographies in the dataset, Europe-Western and North America as well as the rapidly growing market of Middle East & North Africa (MENA). We analyze the past 20 years of data for these geographies to best understand how trends have evolved.| FactSet Insight
In the dynamic U.S. tariff environment, we have received a number of questions from clients analyzing possible impacts on their portfolios. To support their efforts, we added two base thematic stress tests in the Portfolio Analysis section of the FactSet Workstation. Clients can use both stress tests to run their specific assumptions and evaluate their investment strategies and allocations. We have provided background on the baseline scenario analysis, which we will discuss in this article.| FactSet Insight
This FactSet S&P 500 earnings report analyzes recession comments from Q2 calls amid concerns in the market about tariffs and a potential economic slowdown.| insight.factset.com
Get the latest analysis in the FactSet earnings report. The Q3 bottom-up EPS estimate increased by 0.1% (to $67.40 from $67.32) from June 30 to July 31.| insight.factset.com
Learn what’s behind the rapid growth of privatized investing and the key trends shaping markets. Discover how FactSet supports private-market analysis.| insight.factset.com
Get the latest quantitative analysis in this FactSet earnings insights report on S&P 500 earnings in Q2, including a sector discussion and a Q3/Q4 outlook.| insight.factset.com
This FactSet S&P 500 earnings report highlights the mixed results so far in the second quarter earnings season. Stay updated on the key trends.| insight.factset.com
Stay updated on the Q2 S&P 500 earnings season trends in this discussion with FactSet's John Butters on MRKT, Call based on his latest quantitative analysis.| insight.factset.com
John Butters analyzes Magnificent 7 earnings growth in Q2 and estimates. Inform your research and analysis with FactSet earnings insights on S&P 500 companies.| insight.factset.com
Gas pipeline costs are higher, due to rising material and labor costs, as well as larger regulatory legal bills.| insight.factset.com
In this FactSet earnings insight, get the latest analyst projections of the price of the S&P 500 for the next 12 months, including sector estimates.| insight.factset.com
Join your peers in reading the latest perspectives and insights from FactSet experts across topics that matter to you.| insight.factset.com
Transmission constraints in Texas often force ERCOT to curtail its renewable generation, leading to a tighter market throughout the year and day.| insight.factset.com
The ongoing trade war between the U.S. and Canada has revealed, among other things, how reliant the Northeast U.S. is on Canadian power and electricity.| insight.factset.com
Energy | Join your peers in reading the latest perspectives and insights from FactSet experts across topics that matter to you.| insight.factset.com
This Insight examines how volatile natural gas prices affect coal-to-gas and gas-to-coal switching and why that dynamic has been shifting in the U.S.| insight.factset.com
This Insight discusses how recent oil-price weakness may not delay Guyana oil project FIDs, as ExxonMobil has made FID in this kind of environment before.| insight.factset.com
Utilizing data from BTU Analytics, this Insight explores incremental natural gas demand associated with new blue hydrogen projects in the U.S.| insight.factset.com
Recent developments are breathing new life into the potential for Northeast gas pipelines, as companies seek to expand capacity out of the region once more| insight.factset.com
Several proposed LNG projects have made progress over the last few months largely due to a recent executive order and the removal of regulatory barriers.| insight.factset.com
Several ISOs are targeting higher-voltage transmission line buildout to meet rising load and combat congestion along existing transmission pathways.| insight.factset.com
Data centers and load growth were a throughline for 2024 power markets, with grid operators targeting natural gas as the desired fuel to meet future demand| insight.factset.com
This article looks at the Constellation-Calpine acquisition, specifically the deal's market implications regarding market positioning and market control.| insight.factset.com
